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Independent Solutions Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Independent Solutions Wealth Management’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.08M Buy
114,305
+1,418
+1% +$39.5K 0.45% 65
2025
Q4 		$3.04M Sell
112,887
-3,028
-3% -$82.6K 0.56% 60
2025
Q3 		$3.22M Buy
115,915
+404
+0.3% +$11.1K 0.57% 55
2025
Q2 		$3.12M Buy
115,511
+844
+0.7% +$22.6K 0.61% 53
2025
Q1 		$3.15M Buy
114,667
+1,626
+1% +$44.7K 0.71% 44
2024
Q4 		$3.05M Sell
113,041
-32,290
-22% -$924K 0.67% 45
2024
Q3 		$4.28M Sell
145,331
-7,925
-5% -$220K 0.97% 26
2024
Q2 		$3.88M Buy
153,256
+2,092
+1% +$52.1K 0.89% 30
2024
Q1 		$3.94M Buy
151,164
+5,571
+4% +$144K 0.94% 30
2023
Q4 		$3.88M Buy
145,593
+1,896
+1% +$45.1K 1% 26
2023
Q3 		$3.27M Buy
143,697
+4,605
+3% +$114K 0.85% 29
2023
Q2 		$3.49M Buy
139,092
+1,245
+0.9% +$30.5K 0.88% 26
2023
Q1 		$3.43M Buy
137,847
+3,643
+3% +$94K 1.01% 23
2022
Q4 		$3.33M Buy
134,204
+79,683
+146% +$1.97M 1.01% 22
2022
Q3 		$1.3M Sell
54,521
-1,886
-3% -$52.6K 0.43% 60
2022
Q2 		$1.53M Buy
+56,407
New +$1.68M 0.48% 55

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independent Solutions Wealth Management's FREL Position: Q1 2026 in Review

Independent Solutions Wealth Management increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 1.3% in Q1 2026, buying an estimated $39.5K and bringing the position to 114,305 shares worth $3.08M. The position accounts for 0.45% of the portfolio, ranked #65.

Independent Solutions Wealth Management first reported a position in FREL in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.28M in Q3 2024. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Independent Solutions Wealth Management held 114,305 shares of Fidelity MSCI Real Estate Index ETF worth $3.08M as of Q1 2026.
  • Independent Solutions Wealth Management bought 1,418 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $39.5K.
  • Fidelity MSCI Real Estate Index ETF made up 0.45% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Independent Solutions Wealth Management first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2022 and has held it in 16 quarters since.
  • Independent Solutions Wealth Management's Fidelity MSCI Real Estate Index ETF position peaked at $4.28M in Q3 2024.
  • 202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.